Financial & Strategic Consulting

Case Studies

Worked with the Boards to devise a Strategic Plan to achieve significant growth safely and to devise an Exit Plan, including succession planning.

Significantly improved the quality, appropriateness, relevance and timeliness of Management Information, including designing a Business Dashboard - single frame summary of KPIs, financial and non-financial, historic and forecast – and implementing the measurement of Business Centre profitability and contribution to overheads by Consultant.

Implemented new funding strategies commensurate with the growth of the businesses.

Improved the efficiency and effectiveness of the Finance functions.

IT Security Services Sector Business

Worked with Board to design and implement new Strategic Plan in a very fast moving sector, resulting in the transformation of the Business into a market leading position.

Improved the quality, appropriateness, relevance and timeliness of Management Information by designing a Business Dashboard and implementing the measurement of Profit Centre contribution to overheads.

Worked with the Board to devise and implement a strategy to sell the Business.

Worked closely with the CEO and Corporate Finance house to ready and market the Business for sale, including designing Business Plan Models to reflect future potential scenarios.

Events & Exhibition Design Management Business

Worked with Business owners and Corporate Finance house to pull together financial information and commercial analysis required for the Information Memorandum and Financial Due Diligence process.

Food Service Sector Business

Working with VC-backed Business, supplying major household names in the fast food and casual dining sectors.

Brought in as Group Non-Exec Finance Director, after buy-out management buy-in deal.

Implemented new control environment which was effective and efficient, whilst not stifling the entrepreneurial flare of the Business.

Improved the quality, appropriateness, relevance and timeliness of Management Information by designing a Business Dashboard.

Implemented a Cash Flow Management tool which enabled the Business’ debt to be repaid ahead of schedule.

Worked with CEO to devise and implement a concise, value add and efficient Board Pack, which was also presented to the VCs and financiers each month.

Worked with CEO and MD to devise and implement a Strategic Plan which was successful in significantly growing the business safely.

Along with CEO, key liaison point with VCs and financiers.

Healthcare Sector Private Practice

Non-Exec Finance Director (partnership, so no formal appointment).

Implemented Management Information by designing a Business Dashboard and implementing metrics appropriate to the size and sector of the Business.

Worked with Partners to devise and successfully implement Strategic Plan and Marketing Plan.

Implemented Cash Flow Management tool, which reduced the working capital cycle of the Business.

Commercial Finance Arm of Major European Bank

Conducted reviews of potential borrowers to assess the quality of the company’s asset base available for security, as well as the strength of business controls.